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Credentials
Series 66
Experience Industry experience
11 years
Location
Geyser, MT
LPL Financial
Institution
Tyrel Mcdonald is a financial advisor with LPL Financial holding a Series 66 designation and 11 years of industry experience. His career includes roles at Waddell & Reed, Inc. and managing his own firms, including Down Home Financial Strategies. Outside of finance, he is involved in agriculture as the owner and secretary/treasurer of Merrimac Cattle Co. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Geyser, MT
Geyser MT
Advisors at this office
1
Montana · Texas
11 years of industry experience
LPL Financial
2021 - Present • 5 years
Bozeman, MT
Ty and Jyll McDonald
2019 - 2021 • 2 years
Bozeman, MT
Down Home Financial Strategies LLC
2019 - 2021 • 2 years
Bozeman, MT
Montana Stockgrowers Foundation
2018 - 2021 • 3 years
Helena, MT
Montana Feed Association
2017 - 2021 • 4 years
Miles City, MT
Waddell & Reed, Inc
2014 - 2021 • 7 years
Bozeman, MT
Merimac Cattle Co.
1990 - 2021 • 31 years
Geyser, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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